See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,295 | $93,024-21.2% | $77,024-4.8% | $134,475-45.5% |
| Participation rate | 90.0% | 74.5%+15.5pp | 67.9%+22.1pp | 81.2%+8.8pp |
| Annual return | -20.81% | 62.60%-83.4pp | 42.32%-63.1pp | 417.96%-438.8pp |
| Employer contribution / active EE | $2,747 | $3,418-19.6% | $2,812-2.3% | $4,740-42.0% |
| Participant deferral / active EE | $4,298 | $5,238-17.9% | $4,426-2.9% | $6,400-32.8% |
| Admin fee / account holder | $1,624 | $6,944-76.6% | $5,425-70.1% | $11,426-85.8% |